YorkBridge Wealth Partners’s Invesco Dividend Achievers ETF PFM Stock Holding History

YorkBridge Wealth Partners’s Portfolio PFM Stock Details PFM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-400	Closed	-$11K	–	516
2019 Q2	$11K	Hold	400	–	–	﹤0.01%	538
2019 Q1	$11K	Hold	400	–	–	0.01%	577
2018 Q4	$10K	Hold	400	–	–	0.01%	574
2018 Q3	$11K	Hold	400	–	–	0.01%	596
2018 Q2	$10K	Hold	400	–	–	﹤0.01%	615
2018 Q1	$10K	Hold	400	–	–	﹤0.01%	616
2017 Q4	$10K	Hold	400	–	–	﹤0.01%	627
2017 Q3	$10K	Hold	400	–	–	0.01%	636
2017 Q2	$10K	Hold	400	–	–	0.01%	628
2017 Q1	$10K	Hold	400	–	–	0.01%	619
2016 Q4	$9K	Buy	+400	New	+$9.02K	0.01%	614

Other funds holding PFM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

YorkBridge Wealth Partners's PFM Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Invesco Dividend Achievers ETF (PFM) in Q3 2019, closing a stake of 400 shares — an estimated $11K sold.

YorkBridge Wealth Partners first reported a position in PFM in Q4 2016 and held it in 11 quarters. The position peaked at $11K in Q2 2019. 68 funds tracked by Wall St. Rank hold PFM as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Invesco Dividend Achievers ETF position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 400 Invesco Dividend Achievers ETF shares in Q3 2019, an estimated $11K.
YorkBridge Wealth Partners first reported a position in Invesco Dividend Achievers ETF in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's Invesco Dividend Achievers ETF position peaked at $11K in Q2 2019.
68 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.